life insurance for everyone by Uncle Kelvin

LIFE INSURANCE & FINANCIAL PLANNING

"Family is not an important thing, it's Everything!"

Trust Uncle Kelvin for advice as he is amongst the top insurance broker in Hong Kong.

Request a Free Quote
life insurance for everyone by Uncle Kelvin
Uncle Kelvin is here to listen to your individual or corporate requirements and suggest the most appropriate plan to suit your needs. From family income protection to life insurance with critical illness, Kelvin works hand-in-hand with one of Hong Kongs’ main insurance providers to offer you:

Life & Health Protection

  • Life insurance
  • Critical illness insurance
  • Accident insurance
  • Disability protection

Financial Planning

  • Retirement plan
  • Savings plan
  • Investment plan
  • Legacy planning

Testimonials

"Kelvin has extensive experience in the insurance business and can provide financial planning and analysis from different perspectives. He can also give me good advice according to my needs. I will recommend it to my clients."
Smith LeungCEO - Swing Global Limited
"Kelvin is a helpful person. He is also very enthusiastic about volunteers and never hesitates to share. He often participates in different volunteers, promotes and promotes different projects, and makes society better."
Kevin Chiang 2021 Business Affairs Director - JCI Victoria
"Kelvin is an optimistic Christian. He is easy-going, friendly, and responsible. He can quickly integrate into a group and drive a team atmosphere. I have confidence in his personality and ability to do things. "
Francis Pun Church Deacon - Crossroad Community Baptist Church
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Case studies

financial planning for your children by Uncle Kelvin

FAMILY FINANCIAL PLANNING FOR YOUR FUTURE GENERATIONS

At age 35, Ben and his wife gave birth to a baby boy. He wanted to give his newborn son the best education possible, so he found a flexible savings plan with the help of Uncle Kelvin. For 5 years he paid a premium of US$25.000 per year, totalling US$125.000.

Following this insurance savings plan, Ben was able to help fund his son’s university tuition, whilst still having the funds and flexibility to help finance his own retirement and/or help his son get a head start in life. If his son is financially stable he may retain the policy for the duration of his life, and even his son’s life, as well.

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critical illness Insurance in Hong Kong

Advancements in medical technology mean people have a much higher chance of surviving a critical illness. But illnesses such as cancer or heart disease can often be a recurring battle, taking a long term toll on one’s health and financial stability.

Uncle Kelvin invites you to take a deeper look at how a comprehensive critical illness protection policy can not only help cover medical costs, but also provide financial relief against burdens brought about by disability, and ultimately ensure your family’s financial stability in the event of your passing.

Combining life insurance with critical illness and personal accident insurance is also an option. Contact Kelvin below for more details.

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family financial planning by Uncle Kelvin

“Love and happiness
are the only things that multiply when you share them.”

critical illness insurance hong kong by Uncle Kelvin
best insurance company in hong kong by Uncle Kelvin
“Love and happiness
are the only things that multiply when you share them.”
life insurance for you by Uncle Kelvin

Who Am I

Hi, my name is Kelvin, but everyone calls me Uncle Kelvin. My favourite thing in the entire world is to be active with my wife and son: visiting Disneyland, going out to restaurants, exploring Hong Kong’s outlying islands, etc. My Family is my everything. Therefore I have done everything in my power to protect them, myself, and this wonderful way of life.

life insurance for you by Uncle Kelvin

It would be my pleasure to be your financial advisor and guide you through this same process, because I understand there are unavoidable risks that aren’t worth risking.

I have worked in the insurance industry for over 10 years and I am now one of the many insurance intermediaries working with one of Hong Kong’s main insurance providers. I’m fully qualified and experienced to suggest the plan that best fits your needs.  Please fill in the contact form below to start protecting what matters most to you.

LOMA ICFP ACCREDITED - DEC 2015 - ID HK0046526

Contact me for a conversation

All Products

Working hand-in-hand with one of Hong Kong’s main service providers, Uncle Kelvin can offer you…

Individual

  • Life Insurance
  • Critical illness insurance
  • Accident insurance
  • Disability protection
  • Insurance savings plan
  • Retirement plan
  • Investment plan
  • Legacy planning
family financial planning by Uncle Kelvin
best insurance company in hong kong by Uncle Kelvin

Corporate

A diverse range of group life insurance & health plans allowing you to.

  • Use our network’s clinical benefits, perfect for SMEs
  • Mix and match benefits to make a suitable plan
  • Protect your key executives
  • Meet the diverse protection needs of your employees
  • Minimize costs using basic coverage with optional benefits

Request a free quote

To get started, please provide some basic information below

What's Next?

Kelvin will contact you for a discussion to understand your situation as best possible.

Based on the information provided in this preliminary discussion, a few options will be proposed along with Kelvin’s personal recommendation and accompanying explanation.
Upon selecting your desired coverage, Kelvin handles all the paperwork in the short term, and is always on call in case you have questions in the long term.
After a pre-determined amount of time, Kelvin will get back to you for a review of your financial situation, and adjust the plan accordingly, if necessary.